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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-02-12 |
Branch Locations
680 West 10000 South, South Jordan, UT 84095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Park City | UT | 04/2019 | 07/2020 |
| Wells Fargo | Park City | UT | 08/2018 | 04/2019 |
| Us Bank | Portland | OR | 05/2018 | 08/2018 |
| Zions Bank | Salt Lake City | UT | 08/2017 | 05/2018 |
| Wells Fargo | Park City | UT | 03/2016 | 08/2017 |
| Jpmorgan Chase Bank, N.A. | Park City | UT | 04/2019 | 07/2020 |
| Fidelity Investments | Salt Lake City | UT | 12/2020 | 09/2021 |
| University Of Utah | Salt Lake City | UT | 08/2019 | 05/2021 |
| Salt Lake Community College | Salt Lake City | UT | 08/2015 | 04/2018 |
| Morgan Stanley | South Jordan | UT | 01/2026 | Present |
| Wells Fargo Bank, Na | Park City | UT | 09/2021 | 12/2025 |
| Wells Fargo Clearing Services | Park City | UT | 09/2021 | 12/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 2019-05-31 |
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